We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. …
Anyone who thinks that Intel is easy to kill need look no further than the historical trends of the Mercury Research market share statistics that we see each quarter. …
It is beginning to look like chip maker Intel hit the bottom in its products and foundry businesses in the second quarter of this year and that revenues are slowly – we won’t go so far as to say surely – improving. …
Lisu Su has turned in her first ten years at the helm of AMD, and what a hell of a run it has been. …
If you are looking to upgrade your X86 server fleet – and there is lots of chatter about how many enterprises as well as hyperscalers and cloud builders are in the financial mood to do that – then the good news is that both Intel and AMD have now rolled out the best serial compute engines they have ever fielded. …
UPDATED: Intel has been talking about its “Granite Rapids” Xeon 6 processors for so long that it would be easy to forget that they have not yet been formally announced. …
UPDATED With its Graviton 4 homegrown Graviton 4 Arm server processors, Amazon Web Services has put into the field a CPU that can compete with all but the toppest of bin parts from AMD for X86 CPUs and Ampere Computing and Nvidia for Arm CPUs, and it is driving price/performance that will in turn drive their adoption for Amazon’s various business units and for its IT infrastructure rental customers on AWS. …
The Texas Advanced Computing Center at the University of Austin is the flagship datacenter for supercomputing for the US National Science Foundation, and so what TACC does – and doesn’t do – is a kind of bellwether for academic supercomputing. …
With all of the hyperscalers and major cloud builders designing their own CPUs and AI accelerators, the heat is on those who sell compute engines to these companies. …
As expected, AMD has once again raised its forecast for sales of its Instinct MI300 series GPUs, and as it has broken through $1 billion in revenues for its “Antares” line of compute engines in the second quarter, it is now expecting to surpass $4.5 billion in sales of these devices for all of 2024. …
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